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Trek Financial’s HCA Healthcare HCA Stock Holding History

Trek Financial’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-568
Closed -$218K – 458
2025
Q2 		$218K Sell
568
-113
-17% -$40.7K 0.01% 391
2025
Q1 		$235K Sell
681
-119
-15% -$38.3K 0.02% 351
2024
Q4 		$240K Buy
+800
New +$280K 0.02% 366

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trek Financial's HCA Position: Q3 2025 in Review

Trek Financial sold out of HCA Healthcare (HCA) in Q3 2025, closing a stake of 568 shares — an estimated $218K sold.

Trek Financial first reported a position in HCA in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold HCA as of Q3 2025.

  • Trek Financial reported no remaining HCA Healthcare position as of Q3 2025 after selling out during the quarter.
  • Trek Financial sold 568 HCA Healthcare shares in Q3 2025, an estimated $218K.
  • Trek Financial first reported a position in HCA Healthcare in Q4 2024 and held it in 3 quarters.
  • Trek Financial's HCA Healthcare position peaked at $240K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2025.

Based on Trek Financial's 13F filing for Q3 2025, filed 31 Oct 2025.